SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$294K 0.05%
26,784
477
$292K 0.05%
10,006
+2,000
478
$292K 0.05%
3,741
479
$291K 0.05%
6,194
480
$291K 0.05%
988
-170
481
$290K 0.05%
11,112
+530
482
$289K 0.05%
18,655
-646
483
$289K 0.05%
11,880
484
$289K 0.05%
8,187
485
$289K 0.05%
4,545
486
$288K 0.05%
4,953
487
$288K 0.05%
6,729
+1,600
488
$287K 0.05%
36,043
+5,000
489
$286K 0.05%
6,690
490
$286K 0.05%
3,945
491
$286K 0.05%
25,205
492
$286K 0.05%
19,262
493
$284K 0.05%
3,720
494
$284K 0.05%
10,454
495
$283K 0.05%
4,882
-217
496
$282K 0.05%
5,172
497
$282K 0.05%
12,947
+237
498
$281K 0.05%
20,118
499
$281K 0.05%
11,260
500
$281K 0.05%
3,869
18 19
20
21 22